Adams Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Adams Wealth Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.3M	Buy	24,427 +11,079	+83%	+$3.47M	1.6%	19
2025 Q4	$4.2M	Sell	13,348 -762	-5%	-$238K	0.9%	32
2025 Q3	$4.34M	Sell	14,110 -11,250	-44%	-$3.33M	0.93%	30
2025 Q2	$7.24M	Sell	25,360 -50,079	-66%	-$13.2M	1.38%	21
2025 Q1	$19.4M	Buy	75,439 +17,181	+29%	+$4.65M	3.81%	4
2024 Q4	$15.7M	Sell	58,258 -1,545	-3%	-$419K	3%	7
2024 Q3	$15.7M	Sell	59,803 -885	-1%	-$225K	3.38%	5
2024 Q2	$15.1M	Buy	60,688 +4,602	+8%	+$1.11M	3.49%	5
2024 Q1	$13.4M	Sell	56,086 -3,188	-5%	-$729K	3.28%	5
2023 Q4	$12.9M	Sell	59,274 -20,255	-25%	-$4.14M	3.82%	5
2023 Q3	$15.6M	Buy	79,529 +1,735	+2%	+$353K	5.28%	4
2023 Q2	$15.8M	Sell	77,794 -1,089	-1%	-$209K	4.92%	4
2023 Q1	$14.7M	Buy	78,883 +4,756	+6%	+$866K	4.76%	4
2022 Q4	$12.9M	Buy	74,127 +70,560	+1,978%	+$12.4M	4.56%	4
2022 Q3	$583K	Buy	+3,567	New	+$648K	0.22%	55

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Adams Wealth Management's VV Position: Q1 2026 in Review

Adams Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 83% in Q1 2026, buying an estimated $3.47M and bringing the position to 24,427 shares worth $7.3M. The position accounts for 1.6% of the portfolio, ranked #19.

Adams Wealth Management first reported a position in VV in Q3 2022 and has held it in 15 quarters since. The position peaked at $19.4M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Adams Wealth Management held 24,427 shares of Vanguard Large-Cap ETF worth $7.3M as of Q1 2026.
Adams Wealth Management bought 11,079 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $3.47M.
Vanguard Large-Cap ETF made up 1.6% of Adams Wealth Management's portfolio in Q1 2026, its #19 holding.
Adams Wealth Management first reported a position in Vanguard Large-Cap ETF in Q3 2022 and has held it in 15 quarters since.
Adams Wealth Management's Vanguard Large-Cap ETF position peaked at $19.4M in Q1 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.